Rothschild Investment LLC’s XCF Global Inc SAFX Stock Holding History

Rothschild Investment LLC’s Portfolio SAFX Stock Details SAFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1	Hold	3	–	–	﹤0.01%	3635
2026 Q1	$1	Hold	3	–	–	﹤0.01%	3605
2025 Q4	$1	Buy	+3	New	+$2	﹤0.01%	3427

Other funds holding SAFX

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Rothschild Investment LLC's SAFX Position: Q2 2026 in Review

Rothschild Investment LLC held its XCF Global Inc (SAFX) position steady in Q2 2026 at 3 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Rothschild Investment LLC first reported a position in SAFX in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

Rothschild Investment LLC held 3 shares of XCF Global Inc worth $1 as of Q2 2026.
Rothschild Investment LLC left its XCF Global Inc share count unchanged in Q2 2026.
XCF Global Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3635 holding.
Rothschild Investment LLC first reported a position in XCF Global Inc in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.